Check a brokerage statement for fees

Setup

1. 01

   Open Grok Bot where the source material already lives

   Use the account, repo, or folder that has the real files. If you cannot see them, stop.

2. 02

   Paste the prompt and name the exact input

   List advisory fees and fund expense ratios printed on the statement. Skip tickers you cannot see.

3. 03

   Check three facts against the source

   A wrong date, amount, or name means the draft is not ready.

4. 04

   Keep the stop rule

   Do not trade.

Metrics

These are editorial labels so you can compare playbooks. They are not measurements.

Hands-on time

Half an hour

You still approve

Do not trade.

Questions